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Disclosery

Balance Wealth Partners LLC: IAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balance Wealth Partners LLC on IAGG, newest first. How the timeline and the estimate are built.

Balance Wealth Partners LLC held 84,517 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,517 shares
    Change vs previous 13F +1,185 shares

    1.14% of the 13F portfolio, value $4,276,541.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 83,332 shares
    Change vs previous 13F +949 shares

    1.29% of the 13F portfolio, value $4,169,939.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,383 shares
    Change vs previous 13F -62,633 shares

    1.32% of the 13F portfolio, value $4,119,962.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 145,016 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $7,429,131.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).